Process rental products at POS

Rental products can be rented out immediately or reserved for pick-up at a later date. StoreConnect ensures items are not double-booked by tracking each rental product as an individual asset at each outlet location.

For more information about how rental products are set up in StoreConnect, see Configuring rental products.

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Rental types

• Take now rentals: Start date is today. The customer takes the item immediately.

• Reserved rentals: Start date is in the future. Rental is paid for up front and items are prepared ahead of pickup.

Process a rental product at POS

1. At the POS register, search for the rental product and add it to the cart. The item is placed on a 10-minute hold for the selected rental period, so other customers cannot book the same product for the same dates during that time.
2. Enter the rental dates when prompted. StoreConnect checks whether at least one asset is available for the full period. If none is available, the booking cannot proceed, so change the dates to check alternative availability.
3. For a take now rental, enter or scan the serial number for the item. This is what tracks the asset hire.
4. Add an existing customer account, or create a new customer. This is required for the hiring agreement.
5. Complete the sale according to the rental type:
   • Take now — take payment and complete the transaction at the register.
   • Reserved — take payment in full now. Deposit options are hidden for rentals, so a future start date does not defer the charge.

A subscription is created for each rented item, tracking the rental dates and asset availability.

Rental fulfillment status of assets

Rental transactions move through the following stages:

1. Picked & Packed (reserved rentals only)
2. On Loan – when the customer has collected the item
3. Returned – when the customer brings the item back

Pick up a reserved rental

1. At the POS register, open the Rentals list and find the rental product.
2. Move the rental to the next status as you prepare it for pickup.
3. Enter the serial number of the product being picked up, if it has not been entered already.

The rental moves to On Loan and the asset is recorded against the customer.

Rental returns

1. At the POS register, look up the rental item. It has a status of On Loan.
2. Check that the returned item has the correct serial number.
3. Select Process Return.

The item’s status changes to Returned.

:::warning Marking an item returned does not make it available again. Availability is calculated from the booking’s original end date, so an asset brought back on day four of a seven-day hire stays blocked until day seven, plus any buffer you have set. See Rental asset availability. :::

POS best practice for rental products

• Always scan or enter the correct serial number.
• Check fulfillment statuses regularly using reports in Salesforce.
• Use buffers to allow for cleaning or servicing time.
• Train staff on the difference between take now and reserved rentals.